Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pablo? Claim Your ProfilePablo Zalduendo is an investment advisor with Osaic Wealth, Inc., located in Oakbrook Terrace, IL. Pablo has been in the financial services industry for over 40 years and is registered in numerous states. With a wide range of experience, Pablo has focused on serving high net worth individuals, charitable organizations, pension and profit sharing plans, corporations and other businesses, and individuals other than high net worth. Pablo has earned the Series 65, Series 63, Series 7, and SIE licenses and is a dedicated professional committed to providing clients with financial planning, pension consulting, educational seminars, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IL
01/19/2024 - Present
Osaic Wealth, Inc. (OAKBROOK TERRACE IL)
IL
10/27/2006 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKBROOK TERRACE IL)
IL
06/01/2005 - 10/31/2006
AXA ADVISORS, LLC (OAK BROOK IL)
NY
03/19/2001 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
06/20/2002 - 12/02/2003
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
DE
01/30/1992 - 03/22/2001
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
AZ
11/19/1989 - 02/04/1992
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
04/09/1987 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
05/22/1984 - 04/21/1987
FSC SECURITIES CORPORATION
IA
Issued 01/09/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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